Scott Richardson, Financial Advisor
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Charitable Giving
  • Insurance & Annuities
  • Retirement Income Strategies

About Scott

Our clients typically fall into three categories:

Dual-career household families earning $250,000 or more.

Parents with school-age children with the desire to prepare for the cost of higher education while staying on track for retirement.

Business owners who need help navigating tax efficient retirement benefit options for their employees and themselves.

We can be a great fit if any of the following apply to you. You believe in the value of financial advice and guidance; seek a holistic life planning approach focused on your core values; desire to have financial stability; and value your time enough to delegate certain aspects of your financial life,...

Work History

  • Edward JonesAugust 2012 to Current

Education

  • University of Central OklahomaMaster of Arts

Personal Interests

  • Auto Racing
  • Aviation
  • Football
  • History and Museums
  • Snowboarding

Team Members

  • Tiffanie Moody
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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